FXU vs PSCU

AFXU

BPSCU

Measures won4–2FXU wins · of 6 · 5Y

$10,000 · 5Y$17,625FXU · PSCU $9,867

Lowest cost0.29%PSCU · $29 on $10k

Most income2.32%FXU · $232 on $10k

Smallest drop−11.0%PSCU · worst fall in 1Y

Held in common5.9%FXU and PSCU

FXU

PSCU

First Trust Utilities AlphaDEX Fund · $769MInvesco S&P SmallCap Utilities & Communication Services ETF · $17M

+22.1%3 years · per year$18,195 · $12,962+9.0%

+12.0%5 years · per year$17,625 · $9,867−0.3%

0.61%Expense ratio$61 · $29 on $10k · lower wins0.29%

2.32%12-mo yield$232 · $85 on $10k0.85%

−14.0%Worst dropSmaller wins−11.0%

14.3%VolatilityLower wins15.6%

4–2FXU wins

$10,000 · 5 yearsOne scale

Shared top holdingsFXU · PSCU

3.2%MDU4.2%

2.7%CWEN4.3%

Held in common5.9%

End-of-day Nov 5, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	AFXU	First Trust Utilities AlphaDEX FundRead Desk		0.61%	2.32%	−0.8%	+9.3%	+7.9%	+22.1%	+12.0%	−14.0%	$769M
2	BPSCU	Invesco S&P SmallCap Utilities & Communication Services ETFRead Desk		0.29%	0.85%	−2.8%	+6.0%	+1.9%	+9.0%	−0.3%	−11.0%	$17M

End-of-day Nov 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	AFXU	First Trust Utilities AlphaDEX FundRead Desk		0.61%	2.32%	−0.8%	+9.3%	+7.9%	+22.1%	+12.0%	−14.0%	$769M
2	BPSCU	Invesco S&P SmallCap Utilities & Communication Services ETFRead Desk		0.29%	0.85%	−2.8%	+6.0%	+1.9%	+9.0%	−0.3%	−11.0%	$17M

End-of-day Nov 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

FXU vs PSCU

FXU

First Trust Utilities AlphaDEX Fund

$17,625

PSCU

Invesco S&P SmallCap Utilities & Communication Services

$9,867

MeasureFXUPSCU

Fee0.61%0.29%

Cost on $10k a year$61$29

Yield2.32%0.85%

5 years, per year+12.0%−0.3%

3 years, per year+22.1%+9.0%

Worst drop · 1Y−14.0%−11.0%

Volatility · 1Y14.3%15.6%

4–2measures won
FXU first

5.9%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: FXU, PSCU

Today

5.9%most shared, FXU and PSCU

FXUPSCU

FXU—5.9%

PSCU5.9%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$171most kept, FXU

FXU$232 − $61 = $171

PSCU$85 − $29 = $56

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee